Wealth Management Advisory Reporting Vice President
Core
Provide centralized analytical and operational support to Financial Advisors for designing, producing, and enhancing customized performance reporting solutions for sophisticated clients.
Role type
Senior IC Wealth Management Advisory Reporting Vice President
Builds
Consolidated reporting packages, client onboarding to the technology platform, and tailored reporting templates/dashboards
Domain
Wealth Management / Investment Performance Reporting
Required skills
Investment performance measurement concepts, Addepar platform familiarity, large data set analysis, Alternatives data management workflows, analytical tools proficiency
Preferred skills
Excel proficiency, experience with wealth management technology platforms
Responsibilities
Coordinate client onboarding to the performance reporting platform, design tailored reporting templates, manage Alternatives Data Management process, partner with technology vendors, provide one-on-one guidance to Financial Advisors on dashboard views
Seniority
Senior, hands-on IC